W Wellspent Public advisor graph
Wellspent public graph/Locations/Canada/Quebec
Canada

Fee-only advisors in Quebec

Montreal-anchored fee-only market with bilingual practice.

By the numbers

The Wellspent public graph lists 4 fee-only financial advisors serving Quebec at 3 firms.

Advisors listed
4
Firms
3
Cities
2

    Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

    Advisors serving Quebec (4)

    Fee-only advisors serving Quebec: advisor, firm, city, credentials, and fees
    AdvisorFirmCityCredentialsFees
    Caroline Nalbantoglu CNal Financial Planning Inc. Montreal C.Adm.F.P., CFP, RFP Not listed
    Edmond Fhima Tulett, Matthews and Assoc. Kirkland C.Adm.F.P., CFP, RFP Not listed
    Daniel Trezub Not listed Montreal Not listed One-time planning fee
    Brian Bedernyak Letko, Brosseau & Associates Montreal CFA Percentage of assets